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Hamilton Lane
HLNE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
351
JPL Wealth Management
Colorado
$1.58K -$1.25K -14 -41%
HWP
352
Highline Wealth Partners
California
$1.58K +$1.78K +20 New
WA
353
WPG Advisers
Maryland
$1.1K +$1.16K +13 +1,300%
SGFG
354
Silver Grove Financial Group
New York
$1.02K +$1.16K +13 New
CI
355
CX Institutional
Indiana
$1K -$9.43K -106 -89%
JWA
356
JFS Wealth Advisors
Pennsylvania
$949 -$533 -6 -33%
AFG
357
Albion Financial Group
Utah
$946 -$1.51K -17 -59%
PWPS
358
Pinnacle Wealth Planning Services
Ohio
$867 +$267 +3 +38%
WETS
359
Wealth Enhancement Trust Services
South Dakota
$867 +$978 +11 New
QC
360
Quent Capital
New York
$788 +$89 +1 +11%
SWM
361
SHP Wealth Management
Massachusetts
$788 +$622 +7 +233%
MB
362
MidFirst Bank
Oklahoma
$709 – – –
MCM
363
Manchester Capital Management
Vermont
$631 – – –
ZBNA
364
Zions Bancorporation, National Association
Utah
$631 +$356 +4 +100%
RS
365
Rakuten Securities
Japan
$631 +$622 +7 +700%
BWL
366
Bogart Wealth LLC
Virginia
$473 -$356 -4 -40%
APFP
367
Action Point Financial Planning
Michigan
$473 +$533 +6 New
HFS
368
Hughes Financial Services
Virginia
$473 +$533 +6 New
SEP
369
Signature Equity Partners
Ohio
$473 +$533 +6 New
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$395 -$89 -1 -17%
HIA
371
HFM Investment Advisors
New Jersey
$316 +$356 +4 New
CCMI
372
Creative Capital Management Investments
California
$315 +$356 +4 New
CH
373
Cromwell Holdings
Wyoming
$238 -$356 -4 -57%
PWA
374
Principia Wealth Advisory
Texas
$158 – – –
RWS
375
Retirement Wealth Solutions
Wisconsin
$84 -$5.33K -60 -98%
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15
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